Integrate PandaDoc with SugarCRM

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Appy Pie Connect allows you to automate multiple workflows between PandaDoc and SugarCRM

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PandaDoc Integrations

About PandaDoc

PandaDoc is an American software company providing SaaS software. The platform provides sales processes software

About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

PandaDoc + SugarCRM Quick Connects

Want to explore PandaDoc + SugarCRM quick connects for faster integration? Here’s our list of the best PandaDoc + SugarCRM quick connects.

Explore quick connects

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Connect PandaDoc + SugarCRM in easier way

It's easy to connect PandaDoc + SugarCRM without coding knowledge. Start creating your own business flow.

Triggers
Document Completed

Triggers when a document is completed.
Document Paid

Triggers when a document is paid.
Document Sent

Triggers when a document is sent.
Document Status Changed

Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
New Case

Triggers when you add a new case
New Contact

Triggers when you add a new contact
New Lead

Triggers when you add a new lead
New Opportunity

Triggers when you add a new opportunity
New Task

Triggers when you add a new task
New User

Triggers when you add a new user

Actions
Create Document

Creates a document from a templates.
Create Case

Create a new case

How PandaDoc & SugarCRM Integrations Work

Step 1: Choose PandaDoc as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick SugarCRM as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from PandaDoc to SugarCRM.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.